Institutional Ownership Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL). We have compiled data on the 6,479 institutions that hold shares in the stock, with a total of 9.35 Billion shares, which have been reported (via 13F filing form) to have a value of $2.4 Trillion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Braun Stacey Associates Inc
|
Aug 12, 2025 Q2 2025 |
605,338
shares
|
$156 Million
4.93% of portfolio
|
Q2 2025
Reduced 2.74%
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Aug 13, 2025 Q2 2025 |
602,990
shares
|
$155 Million
4.18% of portfolio
|
Q2 2025
Reduced 3.52%
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Aug 14, 2025 Q2 2025 |
601,611
shares
|
$155 Million
5.88% of portfolio
|
Q2 2025
Reduced 13.29%
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
598,443
shares
|
$154 Million
9.61% of portfolio
|
Q2 2024
Reduced 4.24%
|
|
Capital Investment Counsel, Inc
|
Aug 08, 2025 Q2 2025 |
597,740
shares
|
$154 Million
16.39% of portfolio
|
Q2 2025
Added 3.92%
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
596,531
shares
|
$153 Million
1.4% of portfolio
|
Q2 2024
Reduced 4.3%
|
|
Rmb Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
595,246
shares
|
$153 Million
2.39% of portfolio
|
Q2 2025
Added 56.41%
|
|
Allianz Se
Munich, 2M |
Aug 08, 2025 Q2 2025 |
594,477
shares
|
$153 Million
2.88% of portfolio
|
Q2 2025
Reduced 2.43%
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
592,479
shares
|
$152 Million
2.78% of portfolio
|
Q2 2025
Added 19.67%
|
|
Nicholas Company, Inc.
|
Aug 05, 2025 Q2 2025 |
586,415
shares
|
$151 Million
2.11% of portfolio
|
Q1 2025
Reduced -0.0%
|
|
Kempen Capital Management N.V.
Amsterdam, P7 |
Aug 07, 2025 Q2 2025 |
585,551
shares
|
$151 Million
1.2% of portfolio
|
Q2 2025
Reduced 2.09%
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
584,293
shares
|
$150 Million
1.43% of portfolio
|
Q2 2025
Reduced 8.02%
|
|
Motley Fool Asset Management LLC
Alexandria, VA |
Aug 01, 2025 Q2 2025 |
583,674
shares
|
$150 Million
5.69% of portfolio
|
Q2 2025
Added 6.45%
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
582,071
shares
|
$150 Million
2.56% of portfolio
|
Q2 2025
Reduced 12.87%
|
|
Meyer Handelman CO
|
Jul 16, 2025 Q2 2025 |
581,776
shares
|
$150 Million
4.0% of portfolio
|
Q2 2025
Reduced 0.96%
|
|
Parsons Capital Management Inc
|
Jul 18, 2025 Q2 2025 |
578,619
shares
|
$149 Million
7.53% of portfolio
|
Q2 2025
Reduced 20.02%
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Aug 11, 2025 Q2 2025 |
577,529
shares
|
$149 Million
4.13% of portfolio
|
Q2 2025
Added 0.87%
|
|
Systematic Alpha Investments, LLC
Princeton, NJ |
Aug 14, 2025 Q2 2025 |
576,144
shares
|
$148 Million
4.24% of portfolio
|
Q1 2022
Added 1.64%
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
574,673
shares
|
$148 Million
1.78% of portfolio
|
Q2 2025
Reduced 1.22%
|
|
Argent Trust CO
Nashville, TN |
Aug 12, 2025 Q2 2025 |
574,166
shares
|
$148 Million
4.57% of portfolio
|
Q2 2025
Reduced 0.64%
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
573,665
shares
|
$148 Million
2.35% of portfolio
|
Q2 2025
Added 17.37%
|
|
Himension Capital (Singapore) Pte. Ltd.
Singapore, U0 |
Aug 13, 2025 Q2 2025 |
573,519
shares
|
$147 Million
9.6% of portfolio
|
Q2 2025
Reduced 10.74%
|
|
First National Trust CO
|
Aug 01, 2025 Q2 2025 |
572,170
shares
|
$147 Million
4.47% of portfolio
|
Q2 2025
Reduced 1.29%
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
567,406
shares
|
$146 Million
5.6% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
564,657
shares
|
$145 Million
1.94% of portfolio
|
Q2 2025
Added 14.04%
|